Manager – Family Intake and Enrollment

MeBe

. Lead the Family Success Liaison team and own the family journey from initial inquiry through service start .

Posted 9/28/2026full-timeRemote • United StatesMid-LevelSenior💰 $80,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading client-facing teams, optimizing CRM systems, and managing the intake-to-enrollment process to achieve measurable outcomes. Strong ability to implement process improvements and enhance communication across cross-functional teams.

Highest-signal resume keywords

CRM ManagementTeam LeadershipIntake-To-Enrollment PerformanceProcess ImprovementCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Workflow ConfigurationData QualityReportingPerformance ManagementPipeline ManagementAutomationQuality MonitoringEnrollment OutcomesClient-Facing Team DevelopmentEfficiency Measurement

Soft Skills

Relationship BuildingVerbal CommunicationWritten CommunicationTrust BuildingCross-Functional Collaboration

Tools & Technologies

Zoho CRMZoho BookingsRingCentral

Industry Keywords

ABABehavioral HealthHealthcarePatient AccessAdmissionsHigh-Touch Service Environment

About the role

Key responsibilities & impact

Lead the Family Success Liaison team and own the family journey from initial inquiry through service start
Ensure comprehensive whole-child family discovery covering developmental, communication, sensory, social, behavioral, and educational needs
Ensure smooth insurance verification, benefits education, and funding workflows
Manage and optimize CRM and customer communication systems, including workflow configuration, automation, data quality, reporting, troubleshooting, and team adoption
Establish and improve standards, templates, workflows, quality controls, and reporting for FSL execution
Monitor CRM hygiene, response times, outreach cadence, documentation, appointment progression, and journey-stage movement
Hire, train, coach, and performance-manage the FSL team
Review calls, emails, texts, CRM activity, and family progression to identify gaps and provide feedback
Own lead-to-enrollment funnel performance and reporting, including response time, contact rates, discovery calls, site tours, assessment conversion, authorization progression, service starts, lead aging, and drop-off
Partner with Site Directors and Operations to align intake and enrollment with clinical capacity and site growth goals
Partner with Business Development to strengthen referral relationships and improve referral outcomes

Requirements

What you’ll need

Demonstrated success leading and developing a client-facing team, including hiring, training, quality monitoring, coaching, accountability, and performance management
Proven ownership of intake-to-enrollment performance, including pipeline management, follow-up execution, reducing drop-off, and achieving measurable enrollment outcomes
Demonstrated success owning CRM and customer communication systems, ideally Zoho CRM, Zoho Bookings, RingCentral, or comparable platforms, including workflow configuration, automation, data quality, reporting, and team adoption
Strong process-improvement mindset with ability to identify workflow breakdowns, design and implement practical solutions, and measure efficiency, quality, and conversion improvements
Ability to translate performance metrics into action, identify trends and breakdowns, establish accountability, and improve individual and team performance
Exceptional verbal and written communication and relationship-building skills
Ability to navigate complex or escalated situations and build trust without pressure
Ability to work cross-functionally with Site Directors, Operations, Business Development, and clinical leaders
Experience in ABA, behavioral health, healthcare, patient access, admissions, or another high-touch service environment preferred
Ability to pass a background check (Required)
Must be legally authorized to work in the United States

Benefits

Comp & perks

Industry benchmarked, competitive pay
Twenty-nine paid days off
Medical, Vision, Dental- 80% Employee, 50% Dependents
Life, AD&D, Accident, Hospital Indemnity, Short Term Disability, and Critical Illness Insurance
Discounted pet insurance
401k program
Monthly CEU Trainings
Tuition discounts through University Partnerships